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Posted on by sandeepc

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How to build a report out of CRM based on booking forecast and opportunity and what output we can derive

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sandeepc 5,514 on at

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On the left [program = opportunity]

Parent opportunity is the starting opportunity and children are the opportunities that follow parent opp. So parent revenue does not equal sum of children. Horizontal columns are the booking forecast. The report will have filters such as business unit, vertical, customer, multi selection of opportunities etc.

Can we do row and column totals? If not everything is possible, just let me know what is possible out of the box and what is possible with ssrs custom reporting

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sandeepc 5,514 on at

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sandeepc 5,514 on at

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any suggestions will be marked as verified

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Community Member on at

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Hi,

Please have a look on the following link,

docs.microsoft.com/.../add-a-total-to-a-group-or-tablix-data-region-report-builder-and-ssrs

Hope it helps:)

Thanks

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Preeti Sharma 2,678 on at

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Hi,

If you are grouping records based on opportuntities(on left) then you can directly add total from group itself.

Please see below link:

docs.microsoft.com/.../lesson-6-adding-grouping-and-totals-reporting-services

Hope this helps:)

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Kokulan 18,054 on at

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I assume you are doing an On-Prem SSRS using SQL.

You will first have to create a dataset to have the programs with months total. You could use SQL Pivot similar to this : https://stackoverflow.com/questions/7145694/pivot-with-month

You could then use the dataset with tablix. You can group by parent programs to get the group total and you can have sub-total per row as well. And you can have a grand total too.

I have done similar type of report and this approach worked fine for me.

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sandeepc 5,514 on at

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i am asking to do in the ms crm. using reorts is that possible

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Kokulan 18,054 on at

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My above solution would work if you are using Dynamics CRM On-prem SSRS report.

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sandeepc 5,514 on at

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@kokulan can we do that in crm application only using crm reports?

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sandeepc 5,514 on at

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Is this possible to do the following report in CRM reporting

On the left [program = opportunity]

Parent opportunity is the starting opportunity and children are the opportunities that follow parent opp. So parent revenue does not equal sum of children. Horizontal columns are the booking forecast. The report will have filters such as business unit, vertical, customer, multi selection of opportunities etc.

Can we do row and column totals? If not everything is possible, just let me know what is possible out of the box

Was this reply helpful? Yes No